Stock Taper 
STF MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cintas Corporation | CTAS | 2.19K | $412.25K |
 ON Semiconductor Corporation | ON | 2K | $108.14K |
 Adobe Inc. | ADBE | 1.97K | $690.53K |
 Ross Stores, Inc. | ROST | 1.93K | $348.39K |
 Intuitive Surgical, Inc. | ISRG | 1.93K | $1.09M |
 Thomson Reuters Corporation | TRI | 1.9K | $250.46K |
 Paychex, Inc. | PAYX | 1.89K | $212.36K |
 Datadog, Inc. | DDOG | 1.85K | $251.72K |
 DexCom, Inc. | DXCM | 1.85K | $122.58K |
 AppLovin Corporation | APP | 1.78K | $1.2M |
 Constellation Energy Corporation | CEG | 1.75K | $618.93K |
 Cadence Design Systems, Inc. | CDNS | 1.75K | $546.7K |
 Diamondback Energy, Inc. | FANG | 1.64K | $246.54K |
 Marriott International, Inc. | MAR | 1.62K | $501.66K |
 Vertex Pharmaceuticals Incorporated | VRTX | 1.49K | $677.32K |
 CrowdStrike Holdings, Inc. | CRWD | 1.48K | $695.17K |
| EA Electronic Arts Inc | EA | 1.48K | $301.59K |
 Strategy Inc | MSTR | 1.45K | $219.57K |
 NXP Semiconductors N.V. | NXPI | 1.37K | $296.94K |
 Autodesk, Inc. | ADSK | 1.35K | $400.21K |